November 17, 2014 / Conference

7:15am - 8:45am Private Breakfast Roundtable

Sharing Strategies for Driving Profitability

Exclusive to Governing Body members and select CFO peers. 

Bill Pearson
Nestlé Waters North America
Peter Henry
New York University Stern School of Business
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With the economic downturn seemingly in the rearview mirror, organizations have run into a new set of problems since the economy has started to tick back up. To survive the lean years, organizations cut costs, found synergies and used strategic mergers and acquisitions. Now it’s time to drive top-line growth, but that may not be as easy as it sounds. Join this interactive conversation with peers to explore further cost-cutting and cost-containment measures, as well as the creation of higher-quality revenue. Have a candid exchange on growth strategies, including the pros and cons of shared services, zero-based budgeting and more.

8:45am - 9:00am

Networking Break & General Registration

9:00am - 9:50am Opening Keynote

Europe’s Lost Decade and Long-Term Economic Prospects


Thomas Cooley
Paganelli-Bull Professor of Business and International Trade
Stern School of Business New York University
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Join Thomas Cooley, Paganelli-Bull professor of economics at the Leonard N. Stern School of Business at New York University, as he talks about Europe’s lost decade. Cooley shares his views of the current European economic environment and discusses the long-term prospects for the European economy and the challenges it faces in reforming its labor markets, banking system and competitiveness.

9:50am - 10:10am

Networking Break

10:10am - 11:00am Breakout Sessions

CFOs – Leading the Charge Against Cyber Threats

Featured Session  sponsored by: EY

Adam Cohen
Principal, Forensic Technologies and Discovery Services
James Holley
Executive Director, Advisory Services
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Cyber threats are real, and this session proves it. Learn from EY how vulnerable and accessible corporate assets are to hackers and why CFOs should lead an organization’s defense system. This session helps top financial leaders identify key areas they should focus on to protect their organization. Learn how to take a risk-based approach to protecting vital assets, how to listen for and resolve compromises, and best practices for implementing and adhering to a forensically sound plan that responds to the cascading events around cyber breaches.

Moving Beyond the Blocking and Tackling Role

Executive Boardroom 

Jane Casey
Blyth, Inc.
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Today’s CFO has the technical aspect of the job down pat, but more and more the CEO looks to its finance leader to step up to the strategy table and drive value throughout the organization. Beyond the required blocking and tackling, finding and pushing profitable growth opportunities falls squarely on the CFO’s shoulders. Join this interactive, peer-to-peer discussion to share ideas for bolstering the CEO-CFO relationship, insights into the broadening role of the CFO and thoughts of how an operational perspective by finance can lead to increased value creation for organizations.

The De-Risking Marketplace – Settlement Trends, Journey Planning and What’s Next for Corporate Pension Plans

Executive Boardroom  sponsored by: Towers Watson

Bill Flynn
Sharp Electronics Corporation
Jason Richards
Senior Consultant, Retirement Risk Management
Towers Watson
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Last year marked the highest annual increase in the funded status of corporate pension plans in more than 15 years, offering defined benefit plan sponsors new opportunities to reduce pension risk in their open, closed or frozen plans. Many sponsors have already taken action and are considering additional steps. This interactive boardroom-style session evaluates de-risking trends, discusses how sponsors can capitalize on future opportunities, and identifies investment and plan settlement developments. Participants will share why following a journey plan can protect an employer and help make the most of de-risking opportunities and how organizations can apply general de-risking marketplace ideas to their unique needs.

11:00am - 11:20am

Networking Break

11:20am - 12:10pm Breakout Sessions

L’Oréal Americas – An Acquisitions Success Story

Featured Session 

Alexandre Pagliano
L'Oréal Americas
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L’Oréal has 30 brands worldwide, and 29 of those have been acquired over many years of strategic growth planning. So what’s the key to success behind these acquisitions in the U.S. and globally? In this session, Alexandre Pagliano, CFO of L’Oréal Americas, candidly explains the company’s approach — buying great U.S. companies with great ideas to allow the organization to grow without having to reinvent the wheel. He provides best practices behind L’Oréal’s profitable M&A strategies, including acting responsibly with the balance sheet so the cash is available to make the acquisitions a reality.

Durable Supply Advantage – Doubling Cost Reductions and Growing Performance From Your Supply Base

Featured Session  sponsored by: A.T. Kearney, Inc.

Han Kieftenbeld
Global CFO
AB Mauri
Mark Clouse
VP & Partner
A.T. Kearney, Inc.
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Companies with durable supply organizations realize double the cost benefits versus other firms, creating competitive advantage with suppliers and building teams that sustain and grow results over time. However, fewer than 10 percent of recently surveyed CFOs know what to expect from the supply base — failing to set targets, drive results, and measure and link results to financials. This session provides insight into how to double cost advantage from a supply base by using category sourcing as a powerful cost-reduction lever, creating competitive advantage by harnessing supplier energy for innovation, risk management and sustainability, and sustaining and building results by creating a cross-enterprise, high-performance team.

Financial Risk Management for CFOs

Executive Boardroom  sponsored by: Bank of America Merrill Lynch

Brian Hutzley
VP for Finance & Administration
Colgate University
Hector Lugo
Head of the Strategic Risk Management Solutions Group
Bank of America Merrill Lynch
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The nature of risk today is global. As interest rates, foreign exchanges, and commodities prices continue to evolve, becoming more dynamic, less predictable and increasingly interdependent, CFOs need to set their sights on risk management with policies that start at the top of their leadership structures. A sound strategy will deliver the benefit of confidently set budget expectations, improve resource management and establish a risk-aware culture. Join this interactive boardroom discussion and explore opportunities and lessons learned in adopting and driving financial risk management as an efficient means for locking in commodity prices and managing future expenses.

12:10pm - 12:30pm

Networking Break

12:30pm - 1:30pm Luncheon Keynote

A View From the Future – The New Financial Frontiers


Edie Weiner
Weiner, Edrich, Brown, Inc.
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Rather than thinking about the events of the past few years as a great recession, we need to
acknowledge what it really was and is — a fundamental global economic transformation. In its wake,
jobs, markets and value propositions will never be the same. This session will explore some of the
highlights of where we are heading and what is to come.

1:30pm - 1:50pm

Networking Break

1:50pm - 2:40pm Breakout Sessions

Closing Talent Gaps That Impact the Nation

Featured Session 

Mike Panigel
SVP & CHRO, US/Americas
Siemens Corporation
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There is a monumental crisis in the U.S. labor force leading to a federal push for cohesion between industry, academia and government. Reviving domestic industries is essential for the nation’s global competitiveness, but before a triumphant return, the enormous talent shortage must be addressed. In manufacturing, Siemens Corporation is driving a paradigm shift from the private sector, with its approach drawing federal interest and influencing the presidentially launched Advanced Manufacturing Partnership. Join Mike Panigel in an open discussion examining new ways to enable innovation, secure the talent pipeline and improve the business climate across industries.

Tax Reform – Examining Chairman Camp’s Proposal and Potential Impacts

Executive Boardroom  sponsored by: EY

Spencer Schwartz
Atlas Air Worldwide
Jefferson VanderWolk
Executive Director, Washington Council
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House Ways and Means Committee Chairman Dave Camp (R-MI) released a comprehensive tax reform plan that marks a significant development in the ongoing reform debate. While few expect tax reform to be enacted in the near term, businesses should take note. The proposal lays out the choices of the House’s chief tax policy leader and includes a heightened level of detail and accompanying analysis of its revenue effects. The depth and breadth of the proposal demonstrates Camp’s willingness to address the difficult trade-offs needed to achieve significant reductions in both corporate and individual tax rates. Join this interactive discussion on the proposal and its potential impacts.

2:40pm - 3:00pm

Networking Break

3:00pm - 3:50pm Breakout Sessions

Five Level Leadership

Featured Session 

Doug Keeley
CEO & Chief Storyteller
The Mark of a Leader
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Great organizations are built on remarkable stories and powerful leadership. When it comes to
accelerating growth and innovation, they are the “secret sauce.” Based on a premise called Five
Level Leadership, Doug Keeley’s The Mark of a Leader program uses unforgettable stories to show
how many of the world’s greatest leaders and brands have harnessed the power of full engagement,
story and focused leadership to succeed. In this thought-provoking and entertaining keynote, Keeley
promises to challenge you as leaders, teach you new ideas, and inspire you to raise your game to
get the best out of your team.

The Value-Driven CFO – Evolving Beyond the Finance Function

Executive Boardroom  sponsored by: KPMG

Mike Monahan
Pitney Bowes Inc.
Samuel Heller
Visiting Nurse Service of New York
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Today’s CFO must evolve beyond the finance function to identify value across the broader enterprise, providing insights to improve performance and manage both risk and data effectively. With their proximity to most of the enterprise data, CFOs are realizing they hold the keys to the “high performance” castle. This information, along with management and analytical skills, can drive the connection between operational and financial performance and identify opportunities for growth and cost savings across the enterprise. Join this interactive boardroom discussion on how radical shifts in the role of the CFO are transforming enterprise operations and decision-making around resources, capital and business models.

3:50pm - 4:10pm

Networking Break

4:10pm - 4:45pm Closing Keynote

Commercial Banking Trends Including International Expansion

Keynote  sponsored by: Bank of America Merrill Lynch

Alastair Borthwick
Head of Global Commercial Banking
Bank of America Merrill Lynch
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Alastair Borthwick shares his view and best practices for tackling one of the biggest challenges facing organizations today — creating a structure to adapt, grow and prosper. Hear about how to encourage leadership teams to embrace change and develop forward-thinking plans.

4:45pm - 5:00pm

Closing Reception